Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 credential and bringing 22 years of industry experience. She has worked at Cetera and its affiliated entities since 2001, alongside her longstanding role at Albitz/Miloe and Associates. Albitz/Miloe and Associates is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, charities, and corporate plans. The firm manages approximately $821 million in assets across 657 client relationships, offering discretionary managed accounts, variable-annuity allocation services, and quarterly advisory reporting tailored to client objectives and risk tolerances.

Justin Parks is a CFP® professional with over seven years of experience in financial advisory roles. He has worked at Validus Capital LLC since 2026 and previously held positions at Kayne Anderson Capital Advisors, Gursey Schneider, Ernst & Young, and Chapman University. Validus Capital LLC offers wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets and emphasizes customized, long-term portfolio construction using a variety of investment vehicles and both fundamental and quantitative analysis.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC in El Segundo, CA, holding Series 66 and Series 65 licenses with three years of industry experience. He previously worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering balance-sheet advisory, portfolio construction, and family office services. The firm manages a blend of directly managed holdings and third-party independent managers and oversees substantial assets on both discretionary and non-discretionary bases.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Hiromi Mime is a Series 65-registered advisor with Advanced Portfolio Strategies in Torrance, CA. She has held roles at APS Management Group, Inc. and Advanced Portfolio Strategies since 2025 and previously worked at the U.S. Embassy Tokyo and the Consulate General of Japan in Los Angeles. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques.

Deron Dong is a CFP® professional with 11 years of industry experience, currently serving at Hippocratic Financial Advisors. His prior roles include positions at Rivetti Financial Group, Rivetti Investment Services, and Clarity Wealth Advisors. He also offers fixed insurance products, such as life, health, disability, and long-term care, through his DBA DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients, providing wealth management, portfolio management, and comprehensive financial planning. The firm follows a long-term, goals-based investment approach emphasizing strategic asset allocation primarily through mutual funds and ETFs, with customization for client needs.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He has held prior roles at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that include private credit, private equity, and real estate investments.

Travis Henry is a financial advisor at Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 designations with 11 years of industry experience. He previously worked at Morgan Stanley, True Capital Management, and Cresset Asset Management. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to institutional and other clients. The firm uses a platform-centric model, allocating among third-party managers and employing both active and passive strategies across liquid and alternative asset classes.

Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill Lynch, and The Prudential Insurance Company of America. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including AE Wealth Management, LLC, Madison Avenue Securities, LLC, and Smart Money Group, LLC. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management along with financial planning. The firm employs a top-down, macroeconomic asset allocation approach and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party research and quantitative risk profiling tools.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Carlos Sanchez is a CFP® with 32 years of industry experience. He is currently with TritonPoint Partners, LLC and has previous experience at firms including Vivaldi Capital Management LP, U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining quantitative and fundamental analysis, and incorporates public equities, fixed income, and private-market alternatives.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macroeconomic approach to asset allocation and integrates both internal analysis and third-party tools in portfolio construction.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.